Out of the Box: Portals and Web Sites Powered by AppExchange

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Out of the Box Portals and Web Sites Powered by
AppExchange
Track Advanced AppExchange Developer

• Steve Andersen, ONE/Northwest
• Mike Leach, Cubic Compass Software / i-Dialogue

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  expressed or implied by the forward-looking
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  concerning new, planned, or upgraded services or
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  use of our services.
• The risks and uncertainties referred to above
  include - but are not limited to - risks
  associated with the integration of Sendia
  Corporations technology, operations,
  infrastructure and personnel with ours
  unexpected costs or delays incurred in
  integrating Sendia with salesforce.com, which
  could adversely affect our operating results and
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  Sendia technology customer and partner
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  forward-looking statements, except as required by
  law.

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Agenda

• Overview
• Plone Integration
• .Net Portal Toolkit

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Steve Andersen
Program Manager
steve_at_onenw.org
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Company Introduction Template

• Works with environmental nonprofits to help them
  improve their engagement effectiveness through
  strategy and technology consulting.

INDUSTRY Environmental Consulting
EMPLOYEES 13
GEOGRAPHY US, Canada
INTERNAL USERS 13
CONSULTED ORGS 7
PRODUCT(S) USED SFA, Marketing, Service
Support, lots of customizations
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Salesforce.com Connector for Plone

• Funded by Salesforce.com Foundation
• Plone is an enterprise-grade open source CMS
• Based on Zope application Server
• Written in Python
• Plone Uses Salesforce.com as Authentication and
  Member database
• Based on Beatbox Python toolkit for
  Salesforce.com
• originally written by Simon Fell
• significant improvements as a part of this project

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How it works

• Plone has Pluggable Authentication Service (PAS)
• Can use any source for Authentication and Member
  database, just write the plugin
• LDAP, Active Directory, MySQL, etc.
• Now Salesforce
• User signup
• A Contact is created with Username, Password, and
  a few other custom fields. Username must be
  unique.
• Login
• A SOQL query looks for Username and Password
  combo on a Contact.
• If match found, user is authenticated
• Password Retrieval
• User can get their forgotten Username and
  Password through the standard Plone function

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Where to get the Salesforce.com Connector for
Plone

• Salesforce.com Connector for Plone is available
  at Plone.org
• http//plone.org/products/salesforceconnector
• Beatbox the Python toolkit for the Salesforce.com
  API is available at PocketSoap
• http//plone.org/products/salesforceconnector

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Possible Winter '07 enhancements

• Appexchange Package to add all the Contact Custom
  Fields for you
• Will use the new feature of packaging up custom
  fields on standard objects
• An AJAX interface for processing new web signups,
  checking for duplicates and merging them as
  necessary
• Will use the new Merge feature in the API
• Reports and Dashboard for tracking Plone users,
  logins, etc.
• Other possible enhancements
• Event registration using Campaigns
• Receiving Online Payments as Opportunities

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.NET Portal ToolkitIntegrating Web Sites With
Salesforce
Track Advanced Developers

• Mike Leach, Cubic Compass Software / i-Dialogue

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Advanced Web-to-Lead Techniques
Mike Leach
Founder
mike_at_cubiccompass.com
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About Cubic Compass Software / i-Dialogue

• Developer of open source Portal Toolkit for
  Salesforce
• .NET Technology Stack
• Host of i-Dialogue for AppExchange
• Services include Training, Technical Support,
  Consulting, Hosting, and Project Management

INDUSTRY Enterprise Portal / CMS Software
FOUNDED 2001
GEOGRAPHY Portland Oregon, US
PRODUCTS Passage .NET On-Premise Portal
Serveri-Dialogue.com Hosted Portal Solutions
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Portals and Web Sites Powered by AppExchange
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System Requirements

• Microsoft .NET Framework 2.0
• SQL Server 2005 (Free Express Edition OK)
• IIS Web Server
• Visual Studio .NET

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Integration Patterns Used
Real-time Integration
Asynchronous Integration
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Live Demo

• End User Experience
• Web-to-Lead conversion process
• Recruitment web site
• Developer Experience
• Creating Web-to-Lead landing page
• Creating Job listing and Candidate Submission Form

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More Information

• Live Demo
• Google Widget 9000 Attenuator
• Try It
• USB Disk with Slides and Portal Toolkit
• See me after presentation
• Download Salesforce Portal Toolkit
• http//www.cubiccompass.com/salesforce-portal.aspx
  
• Contact
• mike_at_cubiccompass.com
• 503-245-7654

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